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Realty Income

1,363 hedge funds and large institutions have $41.1B invested in Realty Income in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 589 increasing their positions, 452 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.61% more ownership

Funds ownership: 77.51%79.12% (+1.6%)

5% less capital invested

Capital invested by funds: $43.1B → $41.1B (-$2.01B)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
1,363
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$412M
Puts
$252M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
301
Pathstone Holdings
New Jersey
$5.03M
OIA
302
OneDigital Investment Advisors
Kansas
$5M
CAM
303
Cresset Asset Management
Illinois
$4.98M
CCM
304
Coldstream Capital Management
Washington
$4.97M
AOWM
305
Alpha Omega Wealth Management
Virginia
$4.96M
RMA
306
Roffman Miller Associates
Pennsylvania
$4.85M
SLAM
307
Swiss Life Asset Management
$4.84M
AssetMark Inc
308
AssetMark Inc
California
$4.79M
ISFAN
309
Investor's Fiduciary Advisor Network
Washington
$4.79M
LFAS
310
Level Four Advisory Services
Texas
$4.74M
LIM
311
Loudon Investment Management
New Hampshire
$4.68M
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$4.65M
PA
313
Parallel Advisors
California
$4.6M
OCBCO
314
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.57M
SWMG
315
Signature Wealth Management Group
Georgia
$4.5M
OAM
316
Ostrum Asset Management
France
$4.49M
BCFS
317
Butensky & Cohen Financial Security
Florida
$4.49M
DP
318
Dearborn Partners
Illinois
$4.47M
SC
319
Savant Capital
Illinois
$4.46M
LWP
320
LMG Wealth Partners
Louisiana
$4.3M
HIP
321
Harrell Investment Partners
Texas
$4.29M
VWM
322
Valley Wealth Managers
New Jersey
$4.26M
NEAM
323
New England Asset Management
Connecticut
$4.16M
BAMF
324
BI Asset Management Fondsmaeglerselskab
Denmark
$4.15M
PAG
325
Private Advisor Group
New Jersey
$4.12M